Smartleaf Asset Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Smartleaf Asset Management’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20	Hold	1	–	–	﹤0.01%	3425
2026 Q1	$20	Sell	1 -3	-75%	-$60	﹤0.01%	3471
2025 Q4	$80	Sell	4 -87,119	-100%	-$1.73M	﹤0.01%	3410
2025 Q3	$1.73M	Buy	87,123 +2,705	+3%	+$53.5K	0.11%	214
2025 Q2	$1.67M	Sell	84,418 -1,377	-2%	-$27K	0.15%	157
2025 Q1	$1.68M	Buy	85,795 +355	+0.4%	+$6.87K	0.16%	145
2024 Q4	$1.64M	Buy	85,440 +772	+0.9%	+$15K	0.17%	139
2024 Q3	$1.7M	Buy	84,668 +10,144	+14%	+$201K	0.21%	112
2024 Q2	$1.44M	Buy	74,524 +6,701	+10%	+$128K	0.24%	93
2024 Q1	$1.32M	Buy	+67,823	New	+$1.32M	0.26%	91

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Smartleaf Asset Management's IBTK Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

Smartleaf Asset Management first reported a position in IBTK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2025. 173 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Smartleaf Asset Management held 1 share of iShares iBonds Dec 2030 Term Treasury ETF worth $20 as of Q2 2026.
Smartleaf Asset Management left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3425 holding.
Smartleaf Asset Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.73M in Q3 2025.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.